Practical thinking for fintech leaders.
Those who strategize, win.
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Packages start at $5,000. Everything is tailored to your stage and goals.
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Most start with a 5-week sprint focused on ICP, messaging, sales process, and demand gen. Some continue with ongoing support.
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If I see major blockers early, I call them out. Together, we adjust quickly and don’t waste your time or budget.
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Evaluate:
Did the advisor have startup experience?
Did the Advisor have financial services experience?
How did their advice help propel you forward?
Was the advisor open if he/she did not have expertise and willing to pull in other view points.
How much time have you been trying to make the current process work?
Are you willing to take constructive criticism and implement a new process?
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Fintech founders, GTM leads, and RevOps teams, mostly pre-Series B and looking to build a repeatable sales motion or refine an exsting one.
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Yes. We build outbound playbooks, write messaging, and coach teams on how to engage through email and LinkedIn.
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Yes. I offer monthly support for execution, growth planning, or campaign optimization.
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No. But I often use FedFis (data), HubSpot (CRM), and Zapier (automation). We’ll work with what you have and recommend only what helps. The pricing for services does not include costs associated with tech stack or data.
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Yes, if an intro makes sense, I’m happy to make it. But introductions are not guaranteed or included as part of the service.
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Yes, I can attend events on your behalf or augment your team when needed, but that’s scoped separately and agreed on a case-by-case basis. I also help you identify which events are worth your time and how to show up with a clear plan.
Build sustainable growth through go-to-market strategies backed by both buyer and seller insights.